Talley Tax

About

The Talley StandardMeet the TeamThe Keystone MethodThe Talley Wealth Connection

Services

Tax AdvisoryBusiness Entity TaxProactive Tax StrategyIRS Resolution

Who We Help

Individuals & FamiliesBusiness Owners

Resources

Resources HubKnowledge BaseKey Tax Dates

Our Office

Johnson City

Get in Touch

(423) 617-0160 Client Portal Schedule a Call
Client Portal

Your tax work lives here.

Upload documents as they arrive, photographing them with your phone works. Read and sign anything waiting for you. Find your finished return, with its plain-English summary, when it is ready.

Open the portal

Sign-in happens on our secure portal system at talleytax-95a0.securefilepro.com.

First time here?

When your work with us begins, you receive an activation email from no-reply@securefilepro.com, our portal provider. It is real. Set your password from that email and you are in.

On your phone

The portal works in any browser, and the SecureFilePro app for iOS and Android makes photographing documents the easiest way to send them.

Stuck on anything?

Call the office at (423) 617-0160 and we will walk you through it. Nothing sensitive ever needs to travel by email.